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In this episode, Donnie and Jeff explore the implications of AI terminology shifts, market signals, and the macroeconomic outlook, providing insights into how these trends influence investment strategies and policy perspectives.

Bonus Episode: Jeff and Donnie break down the market stories shaping Berkshire, Magnite, big tech regulation, and the next wave of AI opportunities.

The UK market is often overlooked by investors — and that's exactly where the opportunity lies. In this episode, Jeff and Donnie talk with Jack Pailing, founder of the Shareholders Board and investor at Colebrooke Partners, about why quality UK businesses still trade at a discount, how market struc…

The Value Cville Podcast introduces a new segment called the weekly-ish roundup, featuring Jeff and Donnie. They discuss recent data from AI, the impact of AI on the economy, and the potential of AI-generated . Takeaways AI's impact on the economy AI-generated music and its potential impact on th…

Welcome back for Season 2! Explore the world of international value investing with our first guest of the season Rick Carew, former Wall Street Journal reporter and current Fordham finance professor. Listen in as he shares how to evaluate foreign companies, spot hidden opportunities, and navigate …

First a sincere thank you to our speakers, sponsors and participants that attended the Richmond Reception and Value Cville 2026! In our season finale episode we explore the future of digital advertising with a focus on connected TV (CTV), the role of Magnite in the ad tech ecosystem, and the impac…

Join us as we delve into the world of Nintendo with Chance Butler, a former digital detective turned savvy investor. Discover how Chance's unique investigative skills uncover Nintendo's hidden value and strategic shifts that could redefine the gaming industry. From the launch of the Switch 2 to the…

Jeff and Donnie sit down with Tyler Brown from Markel Group to explore the values behind one of America’s most admired companies. Tyler, a member of Markel’s investment team and its head of investor relations, shares how the company’s principles—rooted in a simple yet powerful 1986 creed—guide its …

valuecville.com/richmondreception In this episode, Jeff and Donnie are joined by Hunter Hopcroft to discuss the evolving landscape of private credit, exploring its growth as an asset class, the dynamics between borrowers and lenders, and the impact of market trends and media coverage. They delve i…